The Bailey Group is the largest pure employee benefits firm in Northeast Florida with over 70 full-time representatives, each dedicated to being an extension of their clients’ HR departments. In addition to their employee benefits offerings, The Bailey Group has a dedicated Well-Being & Engagement team focused on helping clients build successful and sustainable wellness programs that generate results. Health insurance for individuals and families is provided as a local agency for Florida Blue, and financial services (from retirement planning to investments) are provided for both employers and individuals.

James F. Tullis & Associates

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

J.P. Perry Insurance in Jacksonville, FL, stands as a trusted insurance broker with a strong focus on employer benefits, particularly in the medical and ancillary benefits realm. With a proven track record, they showcase significant expertise in catering to the unique needs of both local and regional employers. Their comprehensive understanding of the nursing and residential care facilities industries sets them apart, making them an ideal partner for businesses in these sectors. One notable testament to their proficiency is their successful collaboration with Penney Retirement Community, a prominent player in the nursing and residential care facilities industry. This partnership, encompassing over 120 participants, exemplifies J.P. Perry Insurance's ability to navigate the intricacies of the sector and deliver tailored solutions. As a key player in the local brokerage landscape, J.P. Perry Insurance brings a personalized touch to their services, demonstrating a commitment to the specific needs of midsize employers. Their hands-on approach ensures that clients receive not only tailored insurance solutions but also expert guidance in navigating the complex landscape of employer benefits. With a proven track record, a client-focused approach, and a strong presence in the local business community, J.P. Perry Insurance in Jacksonville, FL, emerges as a reliable partner for employers seeking comprehensive and effective insurance solutions.

Mission: Our mission is to help you grow your PEO in the right direction. We do that through our Velocity platform. Our team of PEO professionals, consultants, underwriters, actuaries, data scientists and technologists are dedicated to growing your plan in the right direction. About: PEO Velocity powered by Compass Consulting Group, LLC & Prospective Risk Management, is the leading provider of innovative employee health and wellness benefits consulting, services and solutions. Compass consultants are experts in employee benefits plan design, risk management, actuarial analysis and year-over-year cost reduction strategies. Founded in 1995 and headquartered in Jacksonville, Florida, the company manages $1.3 billion in premium volume for more than 250,000 subscribers in 37 states, making it one of the Southeast’s largest benefit providers. Compass Consulting Group, LLC & PRM are wholly-owned subsidiaries of OneDigital LLC.  

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Mission: Our mission is to help you grow your PEO in the right direction. We do that through our Velocity platform. Our team of PEO professionals, consultants, underwriters, actuaries, data scientists and technologists are dedicated to growing your plan in the right direction. About: PEO Velocity powered by Compass Consulting Group, LLC & Prospective Risk Management, is the leading provider of innovative employee health and wellness benefits consulting, services and solutions. Compass consultants are experts in employee benefits plan design, risk management, actuarial analysis and year-over-year cost reduction strategies. Founded in 1995 and headquartered in Jacksonville, Florida, the company manages $1.3 billion in premium volume for more than 250,000 subscribers in 37 states, making it one of the Southeast’s largest benefit providers. Compass Consulting Group, LLC & PRM are wholly-owned subsidiaries of OneDigital LLC.  

Foster, Montie's Jacksonville, FL office stands as a reliable partner for employers seeking adept guidance in the intricacies of insurance benefits. Specializing in medical and ancillary benefits, this office has established strong ties with local and regional employers, demonstrating a keen understanding of the unique challenges faced by businesses in the vibrant Jacksonville market. With an impressive roster of clients, including industry leaders like England Thims & Miller and Greenway Ford, Foster, Montie showcases its prowess in catering to the specific needs of diverse sectors. England Thims & Miller, a prominent player in architectural, engineering, and related services, trusts Foster, Montie with the well-being of its 270+ participants. Similarly, Greenway Ford, a major player in the automobile dealers industry, relies on their expertise to navigate the complexities of insurance for its 2160+ participants. Foster, Montie's proficiency extends beyond individual industries; they excel across architectural, engineering, and related services as well as automobile dealers sectors. As a vital component of a local brokerage firm, this office brings a personalized touch to the insurance brokerage experience. With a proven track record and a commitment to understanding the nuances of employer benefits, Foster, Montie in Jacksonville, FL, emerges as a strategic partner for businesses seeking comprehensive and tailored insurance solutions.

Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.